

Podzept from Deutsche Bank Research
Deutsche Bank Research
Podzept is a podcast which addresses the current issues driving the world of economics and finance.
Episodes
Mentioned books

Sep 9, 2025 • 0sec
Conference Insights: Thoughts from Deutsche Bank's Aviation Forum
In our latest Conference Insights, Matt Barnard, Head of US Company Research, sits down with research analysts: Doug Runte, Mike Linenberg, and Hillary Cacanando, to discuss key takeaways from our 15th Annual Aviation Forum in New York. The conference brought together over 900 investors and executives from the industry's leading carriers and aircraft leasing companies.

Sep 7, 2025 • 0sec
Conference Insights: Thoughts from DB’s Technology Conference
In our latest Conference Insights, Josh Ray, Associate Director of US Company Research, sat down with analysts Ross Seymore, Brad Zelnick, Brian Bedell, Nate Svensson and Melissa Weathers to highlight takeaways from Deutsche Bank’s 2025 Technology Conference in Dana Point. The conference cut across some of the most cutting edge and exciting technologies and applications that are dominating markets and mindshare today. Discussion topics included GenAI, crypto, FinTech, upstarts vs incumbants and much more.

Sep 3, 2025 • 0sec
Macro MATTers: Jackson Hole and Fed leadership changes
In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss Chair Powell’s speech at Jackson Hole and recent changes to our Fed view. In addition, they discuss what upcoming changes on the Fed Board could mean for monetary policy.

Sep 1, 2025 • 0sec
Stochastic conversations
Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers and the performance of "Portfolio 365". In the first episode, Caio Natividade, Global Head of QIS Research introduces Vivek Anand, Head of Portfolio Construction Research from the QIS team.

Aug 14, 2025 • 0sec
Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession
In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they discuss what the disappointing July jobs report, continued evidence of elevated inflation, and recent developments on the administration’s succession plans at the Fed mean for near-term monetary policy.

Aug 10, 2025 • 0sec
In the fast lane with: VinFast
Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam’s largest EV manufacturer having sold nearly 100k units last year, to discuss how they're navigating the dynamic environment. Chien Nguyen, CIO and Amandae Baey, VP, Investor Relations join us.

Jul 23, 2025 • 0sec
Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell
In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss evidence of tariff effects in the June inflation data, the implications of recent trade deals for the outlook, the market response to news reports that President Trump could remove Chair Powell, Governor Waller’s case for a rate cut, and the upcoming Treasury Quarterly Refunding Announcement. (Note: This podcast was recorded on July 23rd after a trade deal with Japan was announced but before any other deals were made.)

Jul 14, 2025 • 0sec
The Brilliant World of FX (Episode 1): The big Japan debate
The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this first episode, George Saravelos (Global Head of FX Research) moderates a discussion between Mallika Sachdeva (Thematic FX Strategist) and Tim Baker (Head of FX Research – Americas). They dive into one of the most fascinating stories in global markets: the political and policy choices facing Japan and the impact on the yen. Japan is a country of striking economic paradoxes that holds valuable lessons for anyone following markets

Jul 6, 2025 • 0sec
Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics
In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the June jobs report, takeaways from the June FOMC meeting and subsequent Fedspeak, and a variety of other topics including SLR reform, foreign purchases of US Treasuries, and developments related to trade and fiscal policy. (Note: This podcast was recorded on July 3rd just after the release of the June employment report.)

Jun 29, 2025 • 0sec
Mapping the world’s prices
Jim Reid, Head of Macro and Thematic Research, discusses the latest edition of the "Mapping the World's Prices" report from the Deutsche Bank Research Institute with thematic strategist Adrian Cox. The report looks at the world's cheapest and most expensive cities, where currency goes furthest, and the best places to live and eat . They discuss changes in global prices, quality of life, and the "cheap date" index . They also touch on the impact of policy on rankings, and expectations for the future .